BLFG

Brian Low Financial Group Portfolio holdings

AUM $141M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$4.9M
3
+$4.36M
4
AAPL icon
Apple
AAPL
+$3.46M
5
MBB icon
iShares MBS ETF
MBB
+$3.09M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.14%
2 Energy 8.34%
3 Financials 7.57%
4 Healthcare 5.65%
5 Industrials 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$336K 0.31%
+1,213
77
$331K 0.31%
+1,086
78
$325K 0.3%
+4,724
79
$310K 0.29%
+1,109
80
$309K 0.29%
+497
81
$300K 0.28%
+3,215
82
$294K 0.28%
+4,902
83
$281K 0.26%
+578
84
$281K 0.26%
+3,859
85
$274K 0.26%
+1,406
86
$266K 0.25%
+3,517
87
$261K 0.24%
+459
88
$259K 0.24%
+3,918
89
$247K 0.23%
+8,550
90
$247K 0.23%
+1,549
91
$244K 0.23%
+4,728
92
$242K 0.23%
+5,967
93
$240K 0.22%
+2,609
94
$239K 0.22%
+2,305
95
$239K 0.22%
+5,264
96
$236K 0.22%
+8,530
97
$227K 0.21%
+3,230
98
$223K 0.21%
+866
99
$210K 0.2%
+2,569
100
$204K 0.19%
+4,725
1 2 3
4